+156.3%
OSS vs VOO
+78.4%
+77.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.2% | +2.3% | +14.8% | +12.3% |
| 7D | +4.6% | +0.1% | +4.5% | +5.8% |
| 30D | -34.8% | -3.3% | -31.4% | -28.6% |
| 3M | -61.9% | -2.4% | -59.5% | -58.9% |
| 6M | -67.8% | +2.6% | -70.4% | -67.8% |
| YTD | -29.7% | +11.3% | -40.9% | -37.4% |
| 1Y | -2.7% | +13.4% | -16.1% | -15.2% |
| 3Y | +156.3% | +80.3% | +76.1% | +24.5% |
| All | +156.3% | +78.4% | +77.9% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling